Pershing provides a flexible and progressive work environment. Roles can be hybrid in nature (office + WFH) or fully based from home (remote) depending on needs of the employee and the business.
Authentic, innovative and results-driven? Raise your hand if that sounds like you!
We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.
As the fastest growing RIA custodian in the U.S., BNY Mellon's Pershing Advisor Solutions offers a fast paced environment and dynamic culture where "client first" is paramount. We serve advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.
Our commitment to career growth and mobility is at the core of our people oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!
The Senior Onboarding Specialist, or Transition Account Manager, is able to independently support onboarding large, complex Registered Investment Advisors, family offices, and other wealth advisory financial firms onto the BNY Mellon | Pershing platform to provide financial custody services for client accounts. Works directly with these wealth firm clients and BNY Mellon | Pershing internal teams to develop, execute and maintain a detailed transition project to smoothly transition firm and client accounts onto our custody platform. Will facilitate the operational set-up of the firm to utilize a wide array of products and services, coordinates opening of client accounts via the collection and processing of large amounts of client data, and perform various roles in the setup and client training of multiple products and services on our platform. Understands BNY Mellon | Pershing procedures, policies, products, services, and transition options available in order to make their conversion from various custodial contra platforms seamless. Provides consultative support and training of complex processes in support of client transitions. Participates in project management activities for the transition such as reporting, issue/risk tracking, scheduling, and coordination and delivery of training. Attends, chairs and/or coordinates meetings with internal partners and all levels of client staff, management, and ownership on various topics with active participation. Reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process. Marshalls firm-wide resources (product, technology, marketing, compliance, service, etc.) to ensure client transition needs are addressed, and develops processes to ensure communication and alignment across teams. May facilitate legal negotiation or document review. Plays a key role in identifying internal gaps, efficiency and quality issues in transition processes and implements action plans to drive improvement and increase our competitive advantage. May act as a supervisor/manager with direct reports, or as an individual contributor based on the needs of the firm. Client interaction and superior communication and relationship management is a major part of the role and is critical to success. It is maintained virtually via phone and e-mail in addition to in-person onsite client support. Availability for travel is required. May support several clients at a time in various phases in the transition life cycle, and various locations. Must have strong client service, time management and problem-resolution skills to effectively manage transition events and consistently meet deadlines.
Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 years of total work experience preferred. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.